LPL Financial (LPLA)
Financials · Investment Services / Broker-Dealer · NASDAQ
LPL Financial is a leading independent broker-dealer and wealth management platform providing advisors with the technology, custody, and support to run their own practices.
What LPL Financial does
LPL Financial is the nation's largest independent broker-dealer, a leading investment advisory firm, and a top custodian supporting over 32,000 financial advisors and 1,100 financial institutions. The company provides a comprehensive integrated technology platform, self-clearing services, and access to a wide range of non-proprietary investment products. It operates without conflicts of interest from product manufacturing, underwriting, or market-making, allowing advisors the flexibility to choose their preferred business models and technology resources.
Themes: wealth management, fintech / advisor technology, independent financial advice, asset management infrastructure, custody services
Fundamentals
- Price$361.35 as of 2026-08-21 close
- Market cap$28.5B as of 2026-08-21
- 1-year return+0.0% 2025-08-21 close $361.24 → 2026-08-21 close $361.35
- P/E29.30 as of 2026-08-24
- Net margin+5.1% as of 2026-08-24
- Gross margin+99.0% as of 2026-08-24
- ROE+18.4% as of 2026-08-24
- Debt / equity1.31 as of 2026-08-24
- Revenue growth (YoY)+38.8% as of 2026-08-24
- Revenue CAGR (3y)+25.5% SEC XBRL
- Beta0.53 as of 2026-08-24
- Last reported earnings2026-07-30 SEC EDGAR Form 8-K (Item 2.02)
Dividend: yield +0.5%; at least 5 years of non-decreasing per-share dividends (SEC XBRL) — we do not hold the year before it, so the real streak may be longer.
How LPLA compares in its sector
- price-to-earnings ratiotop 25% 525 covered Financials peers, as of 2026-08-24
- net profit marginbottom 25% 538 covered Financials peers, as of 2026-08-24
- operating marginbottom 25% 534 covered Financials peers, as of 2026-08-24
- gross margintop 10% 176 covered Financials peers, as of 2026-08-24
- return on equitytop 25% 575 covered Financials peers, as of 2026-08-24
- 3-year revenue CAGRtop 25% 347 covered Financials peers
- indicated dividend yieldbottom 10% 453 covered Financials peers, as of 2026-08-24
- free cash flow (absolute dollars, latest fiscal year)bottom 10% 431 covered Financials peers, as of FY2025
Position among covered Financials companies that report each metric (minimum 5 peers). A relative position within our covered catalog — not a valuation, quality, or investment judgment. A higher percentile is simply a higher value (for P/E, more expensive on earnings — never "better"). Informational only.
Top 10 scores & list membership
LPLA is not currently in any published Top 10 list. Its scores are below.
Long-term score
53.2 #387 of 987 scored · #141 of 191 in Financials
Growth 94th (revenue growth year over year 38.8%, 3-year revenue CAGR 25.5%) and capital return 71st (consecutive years of dividend increases 5 years); weakest is valuation (21st, price to earnings 28.8, price to book 4.9).
Short-term score
63.4 #84 of 1,704 scored · #19 of 277 in Financials
Setup 71st: no fresh 20-day breakout up or down; catalysts 69th: open-market insider buys in 90 days 21, analysts have raised their average price target by 0.2% since the prior reading; weakest is volume and participation 46th: trading volume is about normal versus its 30-day average.
Scores as of 21 Aug 2026. Each bar is a percentile: how this company ranked against every company the score ranked, 0–100. A list is a published formula and its output, not a recommendation. Method version 2.
Dividend coverage (FY2025)
Covered by reported results. In FY2025, LPLA's dividend was covered by reported results (earnings payout 11%). This describes past coverage, not a forecast.
- Earnings payout11% dividends / net income
- Free-cash-flow payoutnot assessable free cash flow was not positive that year
Coverage derived from reported SEC EDGAR XBRL figures for FY2025 (dividends paid vs. net income and free cash flow, same fiscal year). This describes PAST coverage for one fiscal year — it does not predict whether a dividend will be maintained, raised, or cut, and a one-year payout ratio can be distorted by non-recurring items. Informational only — not financial advice.
How LPL Financial looks technically
LPL Financial (LPLA) is trading 8.7% above its 200-day average, the long-term trend line — a longer-term uptrend. Its 50-day average crossed below its 200-day average about 122 trading days ago — a "death cross", a bearish long-term signal. A strong uptrend is in place — ADX, a 0–100 trend-strength gauge, is 33, with buyers in control. Momentum is neutral — its 14-day RSI (a 0–100 momentum gauge) is 58, neither overbought (above 70) nor oversold (below 30). MACD, a trend-momentum gauge, turned bearish about 4 trading days ago (its momentum flipped negative). It made a new 20-day high about 8 trading days ago.
Trend
9
| Distance from the 200-day | it is trading 8.7% above its 200-day average, the long-term trend line — a longer-term uptrend | +8.7% |
|---|---|---|
| 50-day moving average | its average price over the last 50 trading days — a short-term trend line — is $326.19 | $326.19 |
| 200-day moving average | its average price over the last 200 trading days — the long-term trend line — is $332.52 | $332.52 |
| Swing structure | each recent peak has been higher than the one before it and each dip has been shallower — the pattern chart-watchers call an uptrend, which describes where price has already been and not where it goes next | higher highs and higher lows |
| Last swing turn | its last significant turn was a swing high 8 calendar days ago — the swings before that are what the structure reading is measured on | 8 sessions |
| Wave structure | its recent swings can be read as a five-part upward sequence — what Elliott-wave chartists call an impulse — now in the fourth leg, a pullback against that upward direction; the labelling fails if price closes below 308.53. It is one of several labellings that fit, and it describes the swings already printed, not what comes next. The same swings also read as a completed three-part correction. | possible upward five-wave sequence, in wave 4 (one of several readings) |
| Since the 50/200 cross | its 50-day average crossed below its 200-day average about 122 trading days ago — a "death cross", a bearish long-term signal | 122 sessions |
| Above the 200-day after a dip | it recently dipped to its 200-day average (the long-term trend line) and has since climbed back above it — now about 8.7% above | +8.7% |
| Trend strength (14-day ADX) | a strong uptrend is in place — ADX, a 0–100 trend-strength gauge, is 33, with buyers in control | 33.2 |
Momentum
3
| 14-day RSI | momentum is neutral — its 14-day RSI (a 0–100 momentum gauge) is 58, neither overbought (above 70) nor oversold (below 30) | 58.4 |
|---|---|---|
| Position in its 14-day range | it is trading in the lower half of its 14-day range ($352.05 to $379.00) — its "stochastic" reading is 35 out of 100, where 0 would mean closing exactly at the 14-session low and 100 exactly at the high. This measures WHERE the price sits inside its recent range, which is a different question from the RSI beside it: RSI is a momentum gauge, measuring how FAST the price has been moving, so a stock can drift quietly to the bottom of its range with an ordinary RSI, or fall sharply and still sit in the middle. It has been climbing within that range over the last few sessions. | 34.5 |
| Since the MACD crossed zero | MACD, a trend-momentum gauge, turned bearish about 4 trading days ago (its momentum flipped negative) | 4 sessions |
Range
12
| 52-week high | its highest closing price over the past year (about 252 trading days) was $400.16 | $400.16 |
|---|---|---|
| From the 52-week high | it is 9.7% below its 52-week high (its highest price of the past year) | -9.7% |
| Above the 52-week low | it is 38.9% above its 52-week low (its lowest price of the past year) | +38.9% |
| Below the 52-week high | it is 9.7% below its highest point of the past year | 9.7% |
| Since a 20-day breakout | it made a new 20-day high about 8 trading days ago | 8 sessions |
| Since a 55-day breakout | it made a new 55-day high about 8 trading days ago | 8 sessions |
| All-time high | its highest closing price on record is $403.58 (set on 2025-07-31) | $403.58 |
| Given back of the 52-week move | over the past year its closes ranged ($265.86 to $393.25), and it has recovered well over two thirds of its fall from last year’s high — 75% of it. Chart-watchers call 61.8%-65% given back the "golden pocket" — for this company that is $344.59 to $348.66. It is watched widely enough that orders cluster there, which is the honest reason it matters; it is not a forecast. | 75.0% |
| From the all-time high | it is 10.5% below its all-time high | -10.5% |
| Nearest price level | it is sitting right on a resistance level at $361.42 — a price it turned at twice since 2025-07-16, most recently on 2025-11-07. Since 2024-08-21 it has 8 such levels below the current price and 5 above. Levels like these describe where the price has reversed or paused before; they are not a forecast of where it will go. | +0.0% |
| All-time low | its lowest closing price on record is $15.38 (set on 2016-02-12) | $15.38 |
| Above the all-time low | it is 2249.1% above its all-time low | +2,249% |
Volatility
5
| Band width vs its own 6 months | day-to-day price swings are narrower than usual versus its own recent 6-month history (tighter than about 79% of it) | 21st percentile |
|---|---|---|
| Typical daily range | in a typical session it travels about $9.61 between its high and its low — about 2.7% of its price. That is its "average true range" over the last 14 sessions, which also counts the distance from the previous close, so a day that opens well away from yesterday counts as the large move it was | $9.61 |
| Bollinger bands (20-day, ±2σ) | most of its recent trading has stayed between about $333.75 and $384.06 — the "Bollinger bands", a range drawn two standard deviations either side of its 20-day average price, which widens when the stock gets more volatile and narrows when it settles | $333.75 – $358.90 – $384.06 |
| Typical daily range (% of price) | its price moves about 2.7% in a typical session — calmer than most companies we cover. This is the average gap between a session's high and low over the last 14 sessions, counting overnight moves, expressed against the current price so it can be compared with companies trading at any price | 2.7% |
| Stretch from the 200-day average | it is trading 3.0 daily ranges above its 200-day average price (8.7% above it in plain percentage terms) — a way of asking how far it has stretched from its own average in units of how far it normally moves in a day, so a calm company and a jumpy one can be compared on the same scale | 3.0 daily ranges above its 200-day average |
Volume
1
| Volume vs its 30-day average | trading volume is about normal versus its 30-day average | 0.71× |
|---|
Analyst
2
| Change in the average price target | analysts have raised their average price target by 0.2% since the prior reading | +0.2% |
|---|---|---|
| Change in the consensus rating | the analyst consensus rating is unchanged since the prior reading | unchanged |
Candlestick patterns
1
| Since a bullish engulfing | today it opened below the previous session's close and finished above that session's open — a "bullish engulfing" pair, where one up day more than undid the down day before it | today |
|---|
Price gaps
2
| Gap at the open | it opened on 2026-08-21 at essentially the same price it closed at the session before — no meaningful overnight gap | 0.0% |
|---|---|---|
| Open gap | it gapped 2.9% above the previous close 15 sessions ago and has not traded back through the level it left behind at 339.17 — an "unfilled gap", which describes a price range no trade has since crossed and is not a forecast that it will be crossed | +2.9% |
Price streaks
1
| Closing streak | it closed higher in its latest session, after a session that did not close higher — a single up day rather than a run | 1 session up |
|---|
Relative strength
4
| vs market, 1 month | over the past 1 month this stock beat the market by 7.8 percentage points (the stock gained 10.1% while the market gained 2.3%) | +7.8% |
|---|---|---|
| vs market, 3 months | over the past 3 months this stock beat the market by 22.5 percentage points (the stock gained 25.5% while the market gained 3.1%) | +22.4% |
| vs market, 6 months | over the past 6 months this stock beat the market by 2.1 percentage points (the stock gained 13.2% while the market gained 11.1%) | +2.1% |
| vs market, 12 months | over the past 12 months this stock lagged the market by 20.5 percentage points (the stock gained 0.0% while the market gained 20.5%) | -20.4% |
Signal agreement
2
| Bullish technical signals | 4 of the 9 technical signals we can compute for it are currently in a bullish state: a strong uptrend, with buyers in control, trading above its 200-day average, outperforming the market over 6 months, trading above the Ichimoku cloud — these describe past price behaviour, not a forecast | 4 of 9 |
|---|---|---|
| Bearish technical signals | 2 of the 9 technical signals we can compute for it are currently in a bearish state: a "death cross" — its 50-day average is below its 200-day, MACD momentum is negative — these describe past price behaviour, not a forecast | 2 of 9 |
Trend (Ichimoku cloud)
1
| Vs the Ichimoku cloud | trading 18% above the Ichimoku cloud — a band drawn from where its own highs and lows sat up to 2026-07-16 and projected forward over today's price, the side traders read as an established uptrend, with the band below acting as the level that would have to give way. The band itself is thin, spanning 1.5% of the share price, which is taken to mean a barrier that gives way easily. | +18.3% |
|---|
Volume-weighted price
2
| Vs this year’s average price paid | the price is 14% above the average price paid so far this year, so the typical buyer over that stretch is showing a gain. That average is $317.87 — a volume-weighted average of daily closes over 157 sessions, not a true tick-by-tick VWAP. | +13.7% |
|---|---|---|
| Vs the average paid since it last reported | the price is sitting right on the average price paid since it last reported on 2026-07-30 (its 8-K), so the typical buyer over that stretch is roughly break-even. That average is $360.74 — a volume-weighted average of daily closes over 17 sessions, not a true tick-by-tick VWAP. | +0.2% |
Price levels it has turned at before
LPLA last closed at $361.35 on 2026-08-21. Since 2024-08-21 it has turned at 8 prices below its last close and 5 above; the 3 nearest below and the 3 nearest above are listed, nearest first.
| Level | Side | Distance | Evidence |
|---|---|---|---|
| $361.42 | Resistance | at the last close | turned there twice · 2025-07-16 to 2025-11-07 |
| $352.96 | Support | 2.3% below the last close | turned there 7 times · 2025-02-05 to 2026-01-12 |
| $369.88 | Resistance | 2.4% above the last close | turned there three times · 2025-05-23 to 2025-08-28 |
| $344.74 | Support | 4.6% below the last close | turned there six times · 2025-01-06 to 2026-05-01 |
| $382.23 | Resistance | 5.8% above the last close | turned there 7 times · 2025-02-21 to 2026-08-13 |
| $334.65 | Support | 7.4% below the last close | turned there four times · 2024-12-26 to 2026-07-17 |
A level is a price this company reversed or paused at more than once — they describe past behaviour, not a forecast of where the price will go.
Wave structure
Its recent swings can be read as a five-part upward sequence — what Elliott-wave chartists call an impulse — now in leg 4 of five, a pullback against that direction.
This labelling fails — stops being a possible reading at all — if it closes below $308.53.
This is one of several labellings that fit the same swings, so treat it as a reading rather than the reading. It was chosen from 2 labellings that survived the rules, counting shorter readings of the same bars.
On past moves of this shape the leg has usually ended somewhere between $319.89 and $351.10 — that is where it has tended to end if the count holds, not a forecast of where the price goes.
Alternate reading: The same swings also read as a completed three-part correction, which fails on a close above $379.00.
This labelling was already in place when we began recording count changes on 2026-08-13, so how long it has stood is not something we can say yet.
Read from daily closes as of 2026-08-21.
An Elliott-wave count describes the swings already printed and the level that would disprove it. It is not a forecast, a target, or advice.
Screens: Trading above the 200-day moving average · Tested and reclaimed 200-day support · MACD just crossed bearish (12/26/9) · in a strong, established uptrend (ADX) · Printed a bullish engulfing pair · Trading above the Ichimoku cloud | Learn: moving average · golden cross · adx · rsi · macd · breakout
Based on daily closing prices as of 2026-08-21. Describes past price behavior only — informational, not financial advice.
Analyst consensus
- Consensus ratingBuy (1.75 mean, 1=Strong Buy…5=Strong Sell) — 14 analysts
- Mean price target$431.86 range $372.00 – $557.00; median $401.50
Analyst estimates, as of 2026-08-22. These are third-party analyst opinions and price targets, aggregated — not a recommendation, prediction, or advice from stocks-llm. Informational only.
Analyst EPS estimate for LPLA
- Consensus EPS estimate$5.97 next reporting period, as of 2026-08-22
Change over time is not available yet: it needs two readings of the same reporting period at least 30 days apart, and we have been recording these estimates since 2026-08-04. An estimate for a DIFFERENT quarter is not a revision, so a reading from before the last report is never compared with one after it.
The consensus estimate for the next reporting period, and how it has moved between readings of that SAME period. A change is measured only between readings estimating one period — when a company reports, the consensus moves to the next quarter and the two numbers are not comparable. Informational only, not a forecast and not advice.
Key risks (from latest filing)
["Exposure to fluctuations in equity financial markets affecting asset-based revenue.","Regulatory and competitive risks associated with the changing landscape for advisory and brokerage accounts.","Dependency on advisor-mediated business models and recruitment/retention of independent advisors."]
What changed in the latest 10-Q
AI-assisted comparison of LPLA's 10-Q filed 2026-05-04 against the prior one filed 2025-11-03.
Management's Discussion & Analysis (MD&A)
- Added:
- Newer filing (2026-05-04) added 'Significant Events' section describing Commonwealth acquisition closing on August 1, 2025 for approximately $2.7 billion cash, with conversion expected in Q4 2026, and acquisition-related expenses of $419.0 million
- Removed:
- Older filing (2025-11-03) contained 'Significant Events' section; newer filing removed this section entirely
- Older filing reported Q3 2025 net loss of $29.5 million or $0.37 loss per diluted share; newer filing reports Q1 2026 net income of $356.4 million or $4.43 per diluted share
- Reworded:
- Business Overview: 'support more than 32,000 financial advisors' (newer, 2026-05-04) changed from 'support over 32,000 financial advisors' (older, 2025-11-03)
- Financial Highlights reference period changed from 'third quarter of 2025' (older) to 'first quarter of 2026' (newer)
- Asset Trends comparison date changed from 'September 30, 2025' vs 'September 30, 2024' (older) to 'March 31, 2026' vs 'March 31, 2025' (newer)
- Total advisory and brokerage assets remained $2.3 trillion in both filings but as of different dates (September 30, 2025 vs March 31, 2026)
- Key Performance Metrics table periods changed from 'September 30, June 30, September 30' for 2025/2024 (older) to 'March 31, December 31, March 31' for 2026/2025 (newer)
- Common Stock Dividends period changed from 'three months ended September 30, 2025' with $24.0 million (older) to 'three months ended March 31, 2026' with $24.1 million (newer)
- Notes:
- The two filings report results for different quarters (Q3 2025 vs Q1 2026) and therefore contain materially different financial results and metrics
- Older filing includes significant one-time Commonwealth acquisition expenses that do not appear in newer filing
- Asset and metric comparisons are to different prior-year periods due to quarterly differences
Risk Factors
- Added:
- Newer filing references 2025 Annual Report on Form 10-K (filed 2026-05-04) vs older filing referencing 2024 Annual Report on Form 10-K (filed 2025-11-03)
- Newer filing reports three months ended March 31, 2026 and 2025 vs older filing reporting three and nine months ended September 30, 2025 and 2024
- Newer filing shows Advisory revenue of $2,615,047 (Q1 2026) vs $1,689,245 (Q1 2025)
- Newer filing shows Net income of $356,404 (Q1 2026) vs $318,573 (Q1 2025)
- Newer filing shows Total advisory assets of $1,390.4 billion (March 31, 2026) vs $977.4 billion (March 31, 2025)
- Newer filing references Commonwealth acquisition as driver of advisory revenue increase
- Newer filing shows advisory revenue percentage as approximately 1% for three months ended March 31, 2026
- Removed:
- Older filing reported three months ended September 30, 2025 and 2024, and nine months ended September 30, 2025 and 2024
- Older filing showed Advisory revenue of $2,210,499 (Q3 2025) and nine-month revenue of $5,617,482
- Older filing showed Net loss of $(29,517) for Q3 2025 and Net income of $562,305 for nine months ended September 30, 2025
- Older filing showed Total advisory assets of $1,346.9 billion (September 30, 2025) vs $892.0 billion (September 30, 2024)
- Older filing showed advisory revenue percentage as approximately 1.0% for nine months ended September 30, 2025
- Older filing cited market impacts as driver of advisory revenue increase rather than acquisition
- Reworded:
- Change from 'registered investment advisor' to 'registered investment adviser' (adviser spelling) in newer filing
- Newer filing shows lower Occupancy and equipment expense of $118,523 vs older filing $299,680 for comparable quarter, reflecting different reporting periods
- Newer filing presents different advisory asset composition with Commonwealth acquisition noted as specific driver
- Notes:
- The two filings report different fiscal periods (Q1 ended March 31 vs Q3 ended September 30), making some comparisons not directly comparable
- The older filing includes nine-month data which is not present in the newer filing
- Different year-over-year comparisons (2026 vs 2025 in newer filing; 2025 vs 2024 in older filing)
AI-assisted comparison of two SEC filing sections. It describes wording and theme changes only, makes no materiality, legal, or investment judgement, and is not financial advice. Informational only — not financial advice.
Insider activity (SEC Form 4)
0 open-market purchases and 6 open-market sales by insiders in the last 90 days.
- Last 30 days0 buys · 5 sells ($352716) — 1 selling insider
- Last 90 days0 buys · 6 sells ($446964) — 2 selling insiders
- Last 180 days0 buys · 12 sells ($965865) — 3 selling insiders
Activity heuristic: net selling (a transparent product heuristic from the counts above, not a prediction or advice)
Most recent open-market transaction: 2026-07-31. As of 2026-08-24.
View full insider trading history → View SEC Form 3/4/5 filingsAsk about LPLA's insider activity →
Only open-market purchases (SEC code P) and sales (code S) are counted here. Option exercises, vesting/awards, gifts, and shares withheld for taxes are excluded — they are compensation or mechanical, not open-market conviction. Sales may be planned and non-discretionary (e.g. a Rule 10b5-1 plan) and are not necessarily bearish; open-market buying is not a recommendation to buy. Informational only — not financial advice.
Congressional trading disclosures
U.S. House members publicly disclose their own, their spouse's, and dependent children's stock transactions under the STOCK Act. We hold 12 matched disclosures for LPLA from U.S. House Clerk Periodic Transaction Report filings.
Congressional trading disclosures →Institutional ownership (13F)
5 institutional 13F filers reported holding LPLA as of 2026-03-31 (quarter-end position, filed within 45 days).
- Distinct 13F filers 5
- Reported shares held 9,229,922
- Reported value $2,776,637,350
reported quarterly holdings change (2025-12-31 → 2026-03-31): 0 new, 4 increased, 1 decreased, 1 exited. Change counts cover only managers that filed 13F reports in BOTH quarters, derived between two quarter-end snapshots — not same-day trades; a single manager is never said to have "bought" or "sold".
Institutional holdings are quarter-end long positions reported on SEC Form 13F-HR, filed up to 45 days after the quarter ends — they are delayed, are not real-time trades, exclude short positions and most non-US securities, and are not investment advice. Any increase/decrease is a reported change between two quarterly snapshots, not a same-day purchase or sale. These are quarter-end snapshots from the 13F filings on SEC EDGAR, filed within 45 days — not real-time, and any change is a difference between two quarterly reports, not a same-day trade. Informational only — not financial advice.
Short interest (FINRA)
LPLA had 2,894,304 shares of reported short interest as of the 2026-07-31 FINRA settlement date (delayed, bi-monthly; not real-time).
LPLA had 3.68% of its shares outstanding sold short as of the 2026-07-31 FINRA settlement date (percent of FLOAT would be higher — float is not disclosed in the source). FINRA reported 4.02 days to cover at the same settlement.
- Reported short interest (shares) 2,894,304
- Short interest (% of shares outstanding) 3.68%
- Prior settlement (shares) 4,852,571
- Reported change -40.36%
- Days to cover (reported) 4.02
Reported to FINRA as of the 2026-07-31 settlement date. Short interest is reported to FINRA and published on a delayed, bi-monthly schedule (as of a settlement date, disseminated roughly eight business days later) — it is NOT real-time, does not cover every venue or all US trading, and is not a short-squeeze prediction or investment advice. Days-to-cover is the value FINRA reports; percent of float is not shown because the source file carries no share-count denominator — where a percent appears it is of shares OUTSTANDING, the larger base, and is therefore a floor on percent of float. Informational only — not financial advice.
Competitors & peers
- Raymond James Financial (RJF)
- Charles Schwab (SCHW)
- Ameriprise Financial (AMP)
- Stifel Financial (SF)
- Raymond James Financial (RJF)
AI-enriched competitor set. Linked names are companies covered by stocks-llm; other named peers are shown for reference only.
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Frequently asked questions
What does LPL Financial (LPLA) do?
LPL Financial is the nation's largest independent broker-dealer, a leading investment advisory firm, and a top custodian supporting over 32,000 financial advisors and 1,100 financial institutions. The company provides a comprehensive integrated technology platform, self-clearing services, and access to a wide range of non-proprietary investment products.
What sector is LPL Financial (LPLA) in?
LPL Financial (LPLA) is classified in the Financials sector. Its industry is Investment Services / Broker-Dealer. It trades on NASDAQ.
Does LPLA pay a dividend?
Yes — LPL Financial (LPLA) pays a dividend, with an indicated yield of about 0.52% and at least 5 years of non-decreasing per-share dividends (SEC EDGAR XBRL) — we do not hold the year before it, so the real streak may be longer (market data, as of 2026-08-24). Informational only — not financial advice.
Who are LPL Financial's (LPLA) competitors?
Notable peers of LPL Financial (LPLA) include Raymond James Financial, Charles Schwab, Ameriprise Financial, Stifel Financial and Raymond James Financial. This peer set is informational only — not financial advice.
Has there been recent Congressional stock trading in LPLA?
Yes — we hold 12 matched STOCK Act disclosures for LPLA from U.S. House Clerk Periodic Transaction Report filings. These are legally-required disclosures (often filed 30–45 days after the trade), may belong to a U.S. House member, their spouse, or a dependent child, and are not an indicator of company performance or investment advice.
Is LPL Financial (LPLA) overbought or oversold right now?
LPL Financial (LPLA) is currently neither overbought nor oversold — its 14-day RSI (a 0–100 momentum gauge) is 58, in the neutral middle (as of 2026-08-21). RSI describes recent price momentum, not a forecast — informational only, not financial advice.
Where does stocks-llm's data on LPLA come from?
Fundamentals and prices come from market data, as of 2026-08-24; company filings and profile facts come from SEC EDGAR. All figures are delayed daily-close data shown with their as-of date — informational only, not financial advice.
Fundamentals: market data, as of 2026-08-24. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-08-21.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & market data, shown with their as-of date.